Martin Pyykkonen
Martin Pyykkonen
amazon argue ask business internet investors low margins question
The profitability of the business hasn't been any better than it has been. It is still low margins and price-competitive. The question investors should ask is if Amazon is a retailer or an Internet stock. I would argue that it is a retailer.
bit definitely earnings imagined looking wildest
There is definitely a bit of a 'wow factor' here. The (company's) earnings are looking better than you could have imagined in your wildest dreams.
among heading investors positive product rumors secondary sentiment
The product rumors are secondary to the positive sentiment among investors heading into the first-quarter results.
quarter
The expectations going into the quarter weren't very high. Overall, it was an in-line quarter with in-line guidance.
help true value
It does help you to get some idea of the true value of what you are selling.
minus percent plus stuck
That 6 percent plus or minus is about where they're stuck at.
channel complain ebay fee increases until
Most eBay sellers, until there's another channel that has significant volume, will stay. They may grumble and complain about fee increases but eBay is in the driver's seat,
activity ad head internet seen stuck
We haven't seen much activity on the Internet from the traditional ad agencies. They have had their head stuck in the sand,
excitement group looking lousy sentiment
The sentiment on the group is pretty lousy right now. There is not a lot of excitement looking into this year.
internet sentiment terms tired
The sentiment is tired in terms of the Internet universe.
ad continue growth search volume
It's really volume driven. There are more and more search queries so growth should continue on the ad front,
high waits
It's very high margin. And Yahoo! just sits and waits for the checks.
basic internet stock
The basic question: is this an Internet stock or a retailer?
based fault
They did it again; it's amazing. Based on what I see right now, there's nothing I can find fault with in this report.